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SeaCrest Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

SeaCrest Wealth Management’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06M Buy
29,875
+13,375
+81% +$903K 0.23% 84
2026
Q1 		$1.1M Sell
16,500
-3,936
-19% -$280K 0.12% 172
2025
Q4 		$1.45M Buy
20,436
+1,599
+8% +$115K 0.15% 126
2025
Q3 		$1.39M Sell
18,837
-4,071
-18% -$292K 0.15% 127
2025
Q2 		$1.6M Sell
22,908
-813
-3% -$54K 0.17% 110
2025
Q1 		$1.53M Sell
23,721
-111
-0.5% -$7.39K 0.17% 112
2024
Q4 		$1.57M Sell
23,832
-1,290
-5% -$89.9K 0.16% 113
2024
Q3 		$1.77M Sell
25,122
-1,243
-5% -$84.4K 0.19% 103
2024
Q2 		$1.71M Sell
26,365
-184
-0.7% -$12.1K 0.19% 103
2024
Q1 		$1.77M Sell
26,549
-681
-3% -$42.3K 0.22% 95
2023
Q4 		$1.6M Sell
27,230
-199
-0.7% -$11K 0.2% 106
2023
Q3 		$1.46M Sell
27,429
-339
-1% -$19K 0.19% 107
2023
Q2 		$1.57M Sell
27,768
-299
-1% -$16K 0.2% 103
2023
Q1 		$1.5M Sell
28,067
-1,397
-5% -$74K 0.2% 103
2022
Q4 		$1.52M Buy
29,464
+165
+0.6% +$8.32K 0.22% 95
2022
Q3 		$1.34M Sell
29,299
-438
-1% -$21.9K 0.2% 102
2022
Q2 		$1.37M Buy
29,737
+1,965
+7% +$95.8K 0.17% 116
2022
Q1 		$1.47M Buy
27,772
+987
+4% +$52.3K 0.17% 125
2021
Q4 		$1.63M Buy
26,785
+468
+2% +$27.2K 0.18% 110
2021
Q3 		$1.44M Buy
26,317
+155
+0.6% +$8.8K 0.17% 120
2021
Q2 		$1.4M Buy
26,162
+15,367
+142% +$804K 0.17% 122
2021
Q1 		$533K Buy
+10,795
New +$522K 0.07% 301
2019
Q2 		– Sell
-2,221
Closed -$75K – 1475
2019
Q1 		$75K Hold
2,221
– – 0.01% 798
2018
Q4 		$63K Hold
2,221
– – 0.01% 824
2018
Q3 		$71K Hold
2,221
– – 0.01% 875
2018
Q2 		$67K Sell
2,221
-100
-4% -$3.06K 0.01% 864
2018
Q1 		$71K Buy
2,321
+917
+65% +$28K 0.01% 817
2017
Q4 		$42K Buy
+1,404
New +$41.5K 0.01% 1032

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SeaCrest Wealth Management's PHO Position: Q2 2026 in Review

SeaCrest Wealth Management increased its Invesco Water Resources ETF (PHO) stake by 81% in Q2 2026, buying an estimated $903K and bringing the position to 29,875 shares worth $2.06M. The position accounts for 0.23% of the portfolio, ranked #84.

SeaCrest Wealth Management first reported a position in PHO in Q4 2017 and has held it in 28 quarters since. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • SeaCrest Wealth Management held 29,875 shares of Invesco Water Resources ETF worth $2.06M as of Q2 2026.
  • SeaCrest Wealth Management bought 13,375 Invesco Water Resources ETF shares in Q2 2026, an estimated $903K.
  • Invesco Water Resources ETF made up 0.23% of SeaCrest Wealth Management's portfolio in Q2 2026, its #84 holding.
  • SeaCrest Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2017 and has held it in 28 quarters since.
  • 379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.